{"id":2140,"date":"2020-06-22T06:30:56","date_gmt":"2020-06-22T06:30:56","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=2140"},"modified":"2024-07-02T06:28:14","modified_gmt":"2024-07-02T06:28:14","slug":"apply-inline-credits-in-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/06\/22\/apply-inline-credits-in-sage-intacct\/","title":{"rendered":"Apply Inline Credits in Sage Intacct"},"content":{"rendered":"\n

Whenever we post a Bill in Sage Intacct with an inline credit amount and then to pay it we need to\napply the credits manually otherwise the bill gets partially paid. To save this\nmanual application of credits what we can do is just configure Accounts Payable\nto apply inline credits automatically when a bill is paid.<\/p>\n\n\n\n

In Accounts Payable configuration we have a flag “Enable inline credits to be automatically applied to bills” which will effortlessly apply inline credits for us. This makes reports balancing easier because sometimes we may miss to apply credits when doing it manually. Reconciliation is made trouble free and uncomplicated. <\/p>\n\n\n\n


Inline credits are applied using a top-down approach, called the waterfall method, by consuming maximum amount for every row unless all credits are utilized. <\/p>\n\n\n\n

Go to Accounts Payable > under setup tab > Configuration\n> scroll down to Credits section.<\/p>\n\n\n

<\/p>\n

<\/p>

\"Configure<\/a><\/center>
Configure Accounts Payable

<\/p>\n<\/i>

<\/i><\/p>\n

<\/i><\/p>\n

<\/p><\/center>

<\/p>\n\n\n

On the Pay Bills page, we can view the applied credits by drilling down the item details. Click on \u201cLine Details\u201d for the appropriate bill, then the details page appears, on which you need to click \u201cCredit Details\u201d to view the credits applied.<\/p>\n\n\n

<\/p>\n

<\/p>

\"Pay<\/a><\/center>
Pay Bills

<\/p>\n<\/i>

<\/i><\/p>\n

<\/i><\/p>\n

<\/p><\/center>

<\/p>\n\n\n

If at any point of time we do\nnot want inline credits to be consumed within the bill, then we may disable\nthis option. We will then be able to apply inline credits to the original bill\nor any other bills against the same Vendor.<\/p>\n\n\n\n

For bills those net amount is\nzero, inline credits are automatically applied and consumed within\nthat bill, irrespective that this option of automatically applying credits\nis enabled or not. We can apply leftover credit to other bills of same vendor.<\/p>\n\n\n\n

For bills with inline credits those\nnet amount is negative, the credits are applied automatically and the positive\nbill line is marked as paid. The remaining negative amount will be available as\ncredit to apply against other bills of same vendor.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP\/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.

Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH\/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.<\/p>\n\n\n\n

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n

For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com<\/a>. We will like to hear from you.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"

Whenever we post a Bill in Sage Intacct with an inline credit amount and then to pay it we need to apply the credits manually otherwise the bill gets partially paid. To save this manual application of credits what we can do is just configure Accounts Payable to apply inline credits automatically when a bill\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[182,226,227,228,34],"class_list":["post-2140","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-accounts-payable","tag-configuration","tag-credits","tag-inline-credits","tag-sage-intacct"],"yoast_head":"\nUse Inline Credits in Sage Intacct<\/title>\n<meta name=\"description\" content=\"Learn more about applying inline credits in Sage Intacct.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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